You can set up as many projects as you need for each client to effectively monitor work progress and due dates. The project defines details, such as notifications, worksteps, and statuses, for a specific job. The project also defines how much of the project can be accessed by the staff managing the job.
Information available for a project varies based on the customization questions set on the General Information window.
You can create interim projects
Projects created at the same time from one process, based on a creation frequency greater than one. The interim projects created in one process have the same project type and the same attributes, except for planned start/stop dates, forms due dates, and statutory dates. in one process using creation frequency The creation frequency determines the number of projects that are created and reduces the effort needed for recurring work. For example, a quarterly frequency creates a series of four projects..
Creating Projects
Projects can be used to track client returns, audits, and a multitude of items. All projects must be based on a project template. See Project Setup Hierarchy for more information on project templates, or see Creating a Project for more information.
Editing Projects
After a project is saved, you can set additional information by editing the project. You can update projects individually or update multiple projects at the same time. Some of the additional information that can be added to a project includes a budget, worksteps, notes, billing information, tracking dates, roles, and notification information.
Using Roll Forward
After creating a project, you can use the roll forward process to copy that project and roll it forward to the next year. For information about this process, see Rolling a Project Forward.